BizNews Radio
Welcome to BizNews Radio where we interview top thought leaders and business people from South Africa and across the globe.
We're cheap compared to international like-for-like peers - Equites CEO Andrea Taverna-Turisan
Warehousing and logistics focused property fund Equites has been a standout performer within the South African listed property universe since listing in 2014. Equites chief executive Andrea Taverna-Turisan unpacked the real-estate investment trusts half-year results, with most important financial line items improving on the prior period. Andrea says that although…
Flash Briefing: FB outage prompts SA to promote local SM; UPL asked to pay for forum on chemical spill; SA manufacturing
News headlines: *South Africa’s new communications minister said this week’s outage of Facebook Inc. apps and services is a reminder the government can do more to support the development of local social-media platforms. *UPL Ltd., an Indian producer of chemicals used in agriculture, will be asked to pay for the…
The UK is essential to SA tourism - Mantis CEO Paul Gardiner on the red list
It's an exciting time in the South African hospitality industry. Paul Gardiner from the Mantis Group joined the BizNews Power Hour to discuss the potential removal of South Africa from the UK's red list. Gardiner notes that the UK is an essential part of SA's tourism market. "We would generate…
From waste plastic to bricks, the Tsolane sisters are doing it for jobs and the environment
Two sisters, originally from Sasolburg, have started a company that is manufacturing eco-bricks made from recycled plastic. They are Kekeletso and Kedibone Tsiloane. Their company, Ramtsilo Bricks, is a 100% black female-owned business that has just managed to clinch a deal with building material retailer Builders Warehouse. Kedibone told Linda…
Steven Nathan on share buybacks and shareholder activism
Sibanye-Stillwater made an announcement today that it had successfully concluded the on-market repurchase of its ordinary shares up to, but not exceeding, 5% of its ordinary shares in issue (“Repurchase Programme”). Steven Nathan, founder of 10X Investments, joined the BizNews Power Hour to provide investment insights into Sibanye’s share buyback…
BizNews Power Hour - 5 Oct. Market insights with Nathan; UK red list effects; Paul O'Sullivan; Sasol
In this episode of the BizNews Power Hour, Nadya Swart is joined by Steven Nathan with investment insights; UK red list effects on tourism with Paul Gardiner; Paul O'sullivan on the Digital Vibes scandal, SAA and the Gupta fixer; Aeon's Asief Mohamed on Sasol and the BizNews Team. Learn more…
Paul O'Sullivan on SAA, Digital Vibes and Gupta 'fixer' Kuben Moodley
Paul O'Sullivan of Forensics for Justice joins BizNews to discuss a number of pressing and interesting topics. The corruption buster penned a piece on SAA last week, which has been very well-received by BizNews community members. In the article, O'Sullivan writes how pleased he is to see his favourite airline…
‘PowerPulse cuts through the fog’ of solar power solutions - Standard Bank’s Deerosh Maharaj
In the fourth episode of the Standard Bank PowerPulse podcast series, Alec Hogg is joined again by Deerosh Maharaj, Senior Manager for Natural Resources, Power, and Sustainable Solutions at Standard Bank, to take a deeper look into solar PV as a renewable energy source. Also joining the discussion is Ricky…
No good reason for Sasol declining lobbying resolution - Asief Mohamed of Aeon Investment Management
Aeon Investment Management CIO, Asief Mohamed, joined BizNews to discuss the climate lobbying resolution that was recently rejected by Sasol's board. On 14 September, non-profit shareholder activism organisation Just Share and Aeon Investment Management co-filed a non-binding, advisory shareholder resolution at Sasol Limited for tabling at its November AGM. According…
Flash Briefing: Eskom world's biggest sulfur dioxide emitter; NUMSA strike; Covid-19 vaccine certificate launched
News headlines: *Eskom Holdings SOC Ltd., South Africa’s coal-reliant power utility, has become the world’s biggest emitter of sulfur dioxide, a pollutant linked to ailments ranging from asthma to heart attacks, the Centre for Research on Energy and Clean Air said. *Members of the National Union of Metalworkers of South…
Smoke Screen Podcast: BAT, bribes and spies in the tobacco industry
The South African tobacco industry has had its share of problems over the years, but they're nothing compared to what's now occurring. The Bureau of Investigative Journalism, based in the UK, has had a team looking into activity in the local industry for the last 18 months. They've come up…
Corion Capital’s David Bacher unpacks asset class and fund performance data for September
Corion Capital's David Bacher unpacks asset class and fund performance data for the month of September, which turned out to be a turbulent month for all asset classes. The Corion Report (attached below for ease of reference) is an informative and comprehensive summary of the price action for the month…
Evergrande is an ugly situation - David Shapiro
Sasfin Securities David Shapiro leads the week's investment insights as the veteran money manager delves deeper into the Evergrande saga. Alibaba, one of the Chinese tech titans, is discussed at length as well as whether the Chinese internet giants drawdowns have been over-exaggerated. The active vs passive management debate is…
BizNews Power Hour - 4 Oct. Market insights with Shapiro; Lord Peter Hain; Cape Independence; dirty tobacco underworld
In this episode of the BizNews Power Hour, Stuart Lowman is joined by Sasfin's David Shapiro with investment insights; Lord Peter Hain on removing SA from the UK red list; Phil Craig of the Cape Independence Advocacy Group discusses some big news in the political sphere; the global editor at…
Flash Briefing: UK to remove SA from red list; Hong Kong Stock Exchange suspends Evergrande; UPL faces criminal probe
News headlines: * The UK has finally agreed to remove SA from its controversial red travel list. The changes, which are expected to be announced on Thursday, will mean travellers would no longer be expected to quarantine in a hotel at their own expense. * Trading in shares of China's…
'There are 1.4 million estimated voters in the Western Cape who support Cape Independence' - Phil Craig
Phil Craig of the Cape Independence Advocacy Group joins BizNews founder Alec Hogg to discuss some big news in the political sphere. Craig recently told BizNews that the group had handed over a referendum request on Cape Independence. While the DA has said it does not support the idea of…
'We believe our credit policies are correct' - Capitec CEO Gerrie Fourie on Viceroy saga
Capitec CEO Gerrie Fourie discusses the bank's financial results amongst other things as the JSE darling reports bumper earnings. Fourie explains that although earnings can not comparable to 2020, due to the onset of the coronavirus pandemic and ensuing lockdowns, but have increased by 35% since 2019. That equates to…
South Africa's UK red list status - Lord Peter Hain pleads directly with Boris for our removal
South Africa was placed on the UK’s red list in December - a status which has been severely destructive to the South African economy. South Africa's UK red list placement requires tourists from the UK to quarantine for ten days at their own expense in government-selected hotels when they return…
The head of equities at Sanlam Private Wealth shares his insights on Mondi
On the show this week Charl Botha speaks to David Lerche - head of equities at Sanlam Private Wealth - on the business and investment merits of Mondi, one of South Africa's best corporate exports. Learn more about your ad choices. Visit megaphone.fm/adchoices
BizNews Power Hour - 30 Sep. Jean-Pierre Verster; Capitec, PPC CEOs; Cape Town Stock Exchange; Piet Viljoen; eco bricks
In this episode of the BizNews Power Hour, Stuart Lowman is joined by Jean-Pierre Verster with investment insights; Capitec CEO Gerrie Fourie on results; PPC CEO Roland Van Wijnen on group's restructuring and refinancing project; Counterpoint's Piet Viljoen; Ramtsilo Bricks's Kedibone Tsiloane on eco bricks company and the BizNews Team…